Bronze Flexible Allocation Funds
This list highlights the top-performing Bronze-rated Flexible-Allocation funds, as rated by Morningstar. These funds invest globally across various asset types, including equities, bonds, commodities, and cash, with the flexibility to adjust allocations based on market conditions. They aim for diversification and balanced returns, without a rigid asset allocation strategy.
Bronze-rated funds are still expected to deliver positive performance, but with lower value compared to Gold and Silver-rated funds. These funds rank among the remaining vehicles in their Morningstar Category that are expected to generate positive net alpha.
|
Name
ISIN
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
|
Fund Size (Base Currency)
|
12 Month Yield
|
Total Return Rank in Category
1 Year
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Minimum Initial Investment
|
Domicile
|
|---|---|---|---|---|---|---|---|---|---|
| Eden C
FR0013514080
| €24.50M | 0.00 | 10 | 6 | 5 | €1 | France | ||
| SAL2019
AT0000A28FH0
| €22.94M | 2.48 | 5 | 5 | 3 | €0 | Austria | ||
| EF 8AM Tactical Growth Portfolio A Inc
GB00B9C65S15
| £11.28M | 0.75 | 62 | 18 | 11 | £1,000 | United Kingdom | ||
LB222Z4PPY61
| €28.97M | 0.29 | 5 | 6 | 7 | €100 | Germany | ||
PH432153836771
| €22.71M | 0.00 | 33 | 13 | 24 | €0 | Luxembourg | ||
PT95499965476
| €77.66M | 0.00 | 31 | 35 | 12 | €1 | France | ||
LW417C3BYK7314
| €580.34M | 0.18 | 1 | 2 | 2 | €0 | Germany | ||
RG255P9VB9N12
| €89.77M | 1.32 | 10 | 3 | 3 | €0 | Germany | ||
MK83K795B717
| £536.04M | 0.00 | 3 | 2 | 3 | — | Ireland | ||
CJ763923242375
| €16.12M | 0.00 | — | — | — | €10 | Spain | ||
NG78525114878
| €331.44M | 0.00 | — | — | — | €10 | Spain | ||
ZK954NKG327455
| €52.74M | — | 56 | 18 | 6 | €0 | Germany | ||
YG6948629879
| €11.44M | 0.00 | 15 | 8 | 8 | €1 | France | ||
SM9828174552
| €20.32M | 0.41 | 26 | 7 | 7 | €0 | Luxembourg | ||
CR287R3DN8M194
| €120.83M | — | — | — | — | €0 | Germany | ||
DF7261653934
| €209.64M | 0.00 | 9 | 5 | 4 | €6,000 | Luxembourg | ||
QD5459615718
| €37.02M | 0.00 | 21 | 7 | 7 | €15,000 | Luxembourg | ||
VY951R2T3BT691
| €39.76M | — | 60 | 22 | 10 | €50 | Germany | ||
CS18495188551
| €209.64M | 0.00 | 9 | 4 | 4 | €6,000 | Luxembourg | ||
TB1724381318
| $10.75M | 0.69 | — | — | — | $0 | Switzerland | ||
FC9565884549
| £225.89M | 0.00 | 10 | 6 | — | £1M | Luxembourg | ||
GJ8525681671
| €2.49M | 0.00 | — | — | — | €1 | Spain | ||
BL997512172425
| €48.75M | 0.57 | 18 | 8 | — | €0 | Luxembourg | ||
CN75868944556
| €60.13M | 1.68 | 9 | 14 | 7 | €0 | Luxembourg | ||
QR976196559668
| €7.58M | 0.32 | 5 | 11 | 8 | €1 | Luxembourg |
